Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Crawford is a registered investment advisor representative with J.p. Morgan Securities LLC. Kirk is based in FERNDALE, WA. Kirk has over 24 years of experience in the financial services industry. Kirk has a broad range of experience across a number of firms and provides a wide range of financial services. Kirk's prior experience includes roles with CHASE INVESTMENT SERVICES CORP., WAMU INVESTMENTS, INC., LINSCO/PRIVATE LEDGER CORP., CUNA BROKERAGE SERVICES, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, A. G. EDWARDS & SONS, INC. and DEAN WITTER REYNOLDS INC..
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
WA
10/01/2012 - Present
J.p. Morgan Securities LLC (FERNDALE WA)
WA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BELLINGHAM WA)
WA
11/02/2005 - 05/02/2009
WAMU INVESTMENTS, INC. (BELLINGHAM WA)
SC
06/19/2002 - 09/10/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
12/19/2000 - 11/02/2001
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MA
03/23/1999 - 12/20/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/23/1999 - 12/20/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MO
10/23/1996 - 12/22/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
08/10/1995 - 09/24/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 02/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/31/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/22/1995
Series 31 - Futures Managed Funds Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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